How satisfied are you with our online help?*
Just these help pages, not phone support or the product itself
Why did you give this rating?
Anything else you want to tell us about the help?
You can customise the appearance of your invoices and quotes by choosing a pre-designed template and selecting the colours you want to use. The theme you choose for your invoices and quotes will automatically be used for all invoices you print and send to your customers until you decide to change it.
You can also enter the details of how your customers can pay you. This information will be included in the How to pay section of your invoices.
Customise your invoice and quote template
From the Settings menu, choose Invoice and quote settings. The Invoice and quote settings page appears.
- In the Select theme list, choose the invoice template you want to use. You can view a preview of the invoice at any time by clicking Preview.
- Select where you want your logo to appear on the invoice by choosing the Left or Right option for Logo placement.
If you haven’t already uploaded a logo, you can do so by clicking the Do you wish to load a logo? link on the right hand side of the page. See Logo. - Choose a Header colour and Header text colour by clicking in the coloured boxes displaying the current colours and selecting new colours in the popup boxes.
Alternatively, if you know the hexadecimal colour code for these colours, enter them in the text fields. - If you want to position your customers’ addresses so that they will be visible when folded and placed in a windowed envelope, select the Position address for windowed envelope option.
- When you’re happy with how your invoices and quotes will appear, click Save. It’s a good idea to preview your theme both on screen and when printed so you can be sure that it will display in the way you want.
Set up your payment details
Your How to Pay details outline the payment options you want to include in the How to Pay section of sales invoices. The options are Direct deposit and By mail. For more information see To set your How to Pay Details below.
- From the Settings menu, choose Invoice and quote settings. The Invoice and quote settings page appears.
- Click the Payment options tab.
- Select the payment options you want to include on your invoices (these options appear in the How to Pay section):
- Direct deposit
- Mail.
- If you select Direct deposit, complete the fields for the bank account you want customers to deposit payments into.
- If you select Mail, the company name and address you entered when you signed up to MYOB Essentials will be provided to customers.
If you want to change your company name and address, see To enter or edit your business details. - Click Save to save your changes.
Yes
No
Thanks for your feedback.